Charitable Gift Planning Advice

Impacting Generations

Impacting Generations

The Konrads have demonstrated generosity since the beginning of their relationship, a value they both...
The Right Tool for the Job: Using a Generosity Plan™ as a Strategic Tool

The Right Tool for the Job

Fred and Marcie worked hard to balance family, careers, and a variety of commitments in...
Freedom to Take Your Time

Freedom to Take Your Time

From the time we are young, we are taught that decisions about money are not...
Donate Now, Disburse Later

Donate Now, Disburse Later

Are you facing additional or unusual taxable income? Consider a Generosity Plan™ to help you...
A Business Option Worth Considering

A Business Option Worth Considering

Business succession planning provides the perfect opportunity to use strategic generosity to fulfill your charitable...
Worth the Effort: Donating Private Company Shares

Worth the Effort: Donating Private Company Shares

Writing a cheque may be the most obvious way to give to charity, but if...
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More Than Just Giving Back

People are passionate fans of a lot of different things, from hobbies to hockey to...
Sally was afraid it would be too complicated for her corporation to donate publicly traded securities until a Generosity Plan™ made charitable giving tax efficient and easy.

No Fear – Just Philanthropy

Sally* is the sole shareholder of a holding company with an investment portfolio of publicly...
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Planning for a Generous New Year

Michael and Shalen* had weathered the economic shifts and shutdowns of 2020 relatively well, but...